See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 3030 N ROCKY POINT DR W, SUITE 700 · TAMPA, FL 33607 | Advisory (Plan) | $27,837 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,238 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,154 | $60,165-31.6% | $74,183-44.5% | $55,167-25.4% |
| Participation rate | 91.3% | 74.2%+17.2pp | 76.6%+14.7pp | 69.0%+22.3pp |
| Annual return | 9.93% | 10.00%-0.1pp | 17.74%-7.8pp | 169.23%-159.3pp |
| Employer contribution / active EE | $2,506 | $1,600+56.7% | $2,370+5.7% | $1,963+27.7% |
| Participant deferral / active EE | $3,779 | $2,973+27.1% | $3,550+6.5% | $3,054+23.7% |
| Admin fee / account holder | $165 | $419-60.7% | $5,586-97.1% | $504-67.3% |